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$5+ trillion
In invested assets globally
As of 11/07/2023
If you are thinking about the next steps with your business—whether it’s a transition from one generation to the next or an outright sale to a third party—the time to start planning is now. The earlier you start to plan your transition strategy, the better the outcome will be, even if it is many years in the future.
It all begins with the right team with the right capabilities and resources.
The valuable resources and expertise of UBS
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
$5+ trillion
In invested assets globally
As of 11/07/2023
Global leader
UBS is a world-leading wealth manager
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
